Tuesday, May 22, 2012

Investopedia: The Applied Materials Rorschach Test

Do you look at Applied Materials (Nasdaq:AMAT) and see a deeply undervalued tech titan selling equipment critical to the long-term growth of the tech sector, or do you see a deeply cyclical company still masquerading as a growth stock with a moat and technology leadership? Perhaps I'm oversimplifying the debate on Applied Materials, but it seems as though there's nothing like a "consensus view" on this stock anymore. While that may spell opportunity to the brave and nimble, it also means an above-average risk and volatility.

Continue here:
http://stocks.investopedia.com/stock-analysis/2012/The-Applied-Materials-Rorschach-Test-AMAT-KLAC-INTC-FSII0522.aspx

No comments: